---
title: "Inviting Clients"
description: "How to bring client into your app."
url: https://help.titlecapture.com/en/articles/138-inviting-clients
collection: "Account Management (Admin)"
updated: 2026-11-05
language: en
---

# Inviting Clients

How to bring client into your app.

## 🎥 **Watch the Video Walkthrough**

## 📖 Written Step-by-Step Guide

### Inviting Clients Individually

1.  After logging in to your TitleCapture account, navigate to the "**Clients**" at the left part of the screen.
    

![](https://staticfiles.gleap.io/gattachments/NxnsM3hBtp3xlNBOOJUEYSHnbuYOWIK5A1N27B2hQErgWB6qY7leknS9hBP9nTVpiQQa1GHCovW.png)

2.  This will open the Clients – All page, your central hub for managing and inviting clients. where you can view your full client list along with each client’s current status
    

![](https://staticfiles.gleap.io/gattachments/b64Jm1fi5XOGX8ClyTihXvGqQQdXbw7wGxmI7jvXHjdd0QPPLS8DZYQYsQ0nHUGEmXZ1B9lVHcD.png)

3.  Now, on the top right of the screen, next to the search bar, click the Invite Client” button.
    

![](https://staticfiles.gleap.io/gattachments/NRhQupWRaYswkyKKbsAWWAZaT6ZZiAWFdSTuFIwfLtkUcNfyuOcsPjr3iWAPugHOHBeUmnZXrDC.png)

4.  This will prompt a pop-up box to enter your client's email address. You can click "**Send Invitation**" to send the email invitation right away, or click "**More Options**" enter additional information first. 
    

![](https://staticfiles.gleap.io/gattachments/4SyC06qBx3WgjXS6TyF7TLmzCd3Jd1bRaX7mgNL2lBkJPCoIIZRubEAJN7MhY5TJAuvhD5zuVR3.png)

or

![](https://staticfiles.gleap.io/gattachments/MeMmkh8iDfgahEhLAdhVz41jFKuzysiz0algLHw0w9sSTBf6ElJV60KAks0rfp3KipbNhGfcbZn.png)

5.  By clicking "**More Options**", you can enter the client's first and last name, and _assign a Branch_ or _assign a Title Agent/Representative_. Click _Send Invitation_ to welcome your new client and start collaborating.  
    

![](https://staticfiles.gleap.io/gattachments/cVcxLjLXaP47APG28sDTGC5WdIWFP83vLbYxO5eQF5XLrxxXlHLzFV4lnjOzLqiy3fD8Uz6QQsY.png)

6.  Clients will receive an invitation in their inbox like the one shown below, where they can click the "**Accept Invite**" button to take them to the _Complete Your Registration_ page.    
    

![](https://staticfiles.gleap.io/gattachments/UOvrfJQ1BIDMz7GHJFIUbbL5pNXj3dU03cj2KTRZLodzeO1AJNguTbhlknx1oTOVvZewPeIoIkF.png)

7.  Monitor invitation statuses to easily follow up and keep your network up-to-date. The client will now appear in your Clients list with a status of **Invited**. From here, you can monitor their progress. When the client accepts the invitation and completes registration, their status will automatically update to **Active.**  
    

![](https://staticfiles.gleap.io/gattachments/HQ7kRJ4z0g8XKKJAn6ZfqsOZMpOJl0klbyzGpXQmTr7zpzFIOpH7k1fVENaq96BdlWgK0IXErfG.png)

### Inviting Multiple Clients at Once (Using CSV Import)

1.  You can also upload multiple clients using a CSV file to import. Follow the same steps 1 and 2 above.  Then from the main Clients page, click the three dots next to the _+ Invite Client_ button, then select "**Import Clients**" within the dropdown menu.  
    

![](https://staticfiles.gleap.io/gattachments/OlfkoecirZUpoV3mtcN4DbF7aRP51n2AtDNHjPn3Iegy0qHYQt1WPE9QXiEPpv4fHOvbVp7zB78.png)

2.  To prepare your contacts, start by exporting your client list from your current system, or create a new CSV file using the required format. To make this easy, click **“Download Template”** on the bottom right. This ensures your file follows the correct structure.  
    

![](https://staticfiles.gleap.io/gattachments/tdnJnjCo8SJCDWnYsY4vsuAr0avvhHsS0bBC82wAsmQzu0BI4BJMwKubOidkBAej3kaGhZIVMUr.png)

3.  Once your CSV file is ready, Attach your completed CSV file to an email, then send it to [support@titlecapture.com](mailto:support@titlecapture.com), as shown on the screen. From there, the TitleCapture team will take care of the rest—reviewing your file and importing your clients directly into the system for you.  
    

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**_You might also be interested in these related articles:_**

📄[Managing Client Invitations: New Features Now Available](https://help.titlecapture.com/en/articles/47-easier-client-invitation-management-see-new-features.md)

📄[Viewing and Managing Client Data & Usage](https://help.titlecapture.com/en/articles/88-view-and-manage-your-client-profile.md)

📄[Organizing and Removing Clients](https://help.titlecapture.com/en/articles/44-organizing-and-removing-clients.md)

📄[Enabling Threshold  "Big Deal" Notifications](https://help.titlecapture.com/en/articles/45-enabling-threshold-big-deal-notifications.md)

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If you need further assistance, please send us an email at [support@titlecapture.com](mailto:support@titlecapture.com). We are more than happy to help!